Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
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Stock index based on fund manager consensus updated each quarter
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Stifel Financial’s
Hartford Schroders Tax-Aware Bond ETF
HTAB
Stock Holding History
Stifel Financial’s Portfolio
HTAB Stock Details
HTAB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$845K
Sell
2025
Q2
$17.3M
Buy
2025
Q1
$843K
Buy
2024
Q4
$634K
Sell
2024
Q3
$657K
Buy
2024
Q2
$628K
Buy
2024
Q1
$613K
Buy
2023
Q4
$512K
Buy
2023
Q3
$400K
Buy
2023
Q2
$258K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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